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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
951
Journey Strategic Wealth
New Jersey
$266K +$291K +4,400 New
KWM
952
Keebeck Wealth Management
Illinois
$266K +$291K +4,403 New
GEA
953
Glen Eagle Advisors
New Jersey
$266K -$155K -2,347 -35%
UWPG
954
Ullmann Wealth Partners Group
Florida
$264K – – –
WBG
955
Wharton Business Group
Pennsylvania
$264K – – –
CA
956
Crewe Advisors
Utah
$263K +$156K +2,360 +118%
KIA
957
KCM Investment Advisors
California
$262K -$5.49K -83 -2%
MP
958
McDonald Partners
Ohio
$262K -$3.97K -60 -1%
EW
959
Evoke Wealth
California
$262K – – –
NL
960
Navalign LLC
California
$261K -$56.8K -859 -17%
RTS
961
Round Table Services
New Jersey
$261K – – –
LWM
962
Liberty Wealth Management
California
$260K +$2.25K +34 +0.8%
DWM
963
Doyle Wealth Management
Florida
$260K +$50.6K +764 +22%
OAP
964
One Advisory Partners
Kansas
$260K +$285K +4,307 New
RWG
965
Ratio Wealth Group
Colorado
$258K – – –
MSFS
966
Main Street Financial Solutions
Pennsylvania
$258K -$116K -1,756 -29%
WH
967
Willner & Heller
California
$257K +$1.85K +28 +0.7%
FPCG
968
Forum Private Client Group
Indiana
$257K +$60.6K +915 +27%
YCM
969
Yousif Capital Management
Michigan
$255K -$258K -3,900 -48%
FPCP
970
Fort Point Capital Partners
California
$255K – – –
SWM
971
Segment Wealth Management
Texas
$255K – – –
NHC
972
Nicholas Hoffman & Company
Georgia
$255K +$397 +6 +0.1%
ZF
973
Zhang Financial
Michigan
$255K +$1.32K +20 +0.5%
VBFG
974
Vishria Bird Financial Group
Tennessee
$254K -$111K -1,670 -28%
WA
975
Wealth Alliance
New York
$254K -$77.2K -1,166 -22%
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